Quirion Financial Services provides clients with a comprehensive suite of investment products and services designed to address a wide range of financial needs. We work hard to develop long-term, prudent, objective financial plans based on your individual needs and goals. Quirion Financial Services has provided individuals and businesses in Thunder Bay and surrounding Northwestern Ontario communities with exceptional financial service and support for over 27 years.
Services
Investment planning involves the construction and ongoing review of your investment portfolio. It covers all activities related to your portfolio, including selecting appropriate investment vehicles and determining and refining your asset allocation strategy - all with your investment objectives, time horizon and priorities in mind.
The tax planning process helps you to meet your tax obligations while achieving tax efficiency through a number of strategies. These tax minimizing strategies include the selection of appropriate investments and retirement plans, as well as the timing of income and the purchase and sale of investments.
The retirement planning process looks to determine your retirement goals and the necessary steps to achieve them. Retirement planning includes identifying sources of income, estimating expenses, projecting retirement income needs, implementing a savings program and effectively coordinating your post-retirement income sources by selecting the right retirement account types (RRSP, RRIF, LIRA, LIF).
The estate planning process allows you to preserve your legacy. It involves developing a plan that can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected. This essential step maximizes the legacy to your family, charities and other beneficiaries.
Managing risk is an important part of protecting your wealth, lifestyle and independence. The risk management process uses a variety of insurance strategies and investment solutions to protect you and your family by reducing the financial impact caused by potential adverse events such as disability, illness or death.
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